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New Year, New You: WAM’s Financial Planning Checklist

Andrea Taylor, CPA, MSA, Wealth Management Associate Advisor | Kelli Burger, CFP® Wealth Management Advisor, Partner | December 20, 2023


As we entered 2023, economic uncertainties and raising concerns about market volatility extended into the New Year. However, as the year progressed, markets rebounded, and earnings reports showed strength and resilience quarter over quarter. While Weatherly cannot control the economy, markets, or future tax environments, we can focus on helping our clients build well-structured plans to achieve financial goals. 

We think the new year is an opportune time to pause and take inventory of your overall financial health.  To help guide our clients along that process, we’ve outlined a framework with 20 key, tangible steps to consider. 

Using the new year as an excuse to pause and perform a personal financial planning assessment allows individuals to optimize tax strategies, align financial goals with current circumstances, review and adjust investment portfolios, manage debts effectively, ensure financial security, assess retirement plans, and stay informed about relevant financial changes.  

By taking advantage of the year-end period for a comprehensive financial review, you position yourself to start the new year with a well-informed and adjusted financial plan. Consider consulting your Weatherly advisor if you believe you could benefit from any of the following strategies. 

** The information provided should not be interpreted as a recommendation, no aspects of your individual financial situation were considered. Always consult a financial professional before implementing any strategies derived from the information above.